Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 75 |
| 1 month | 0.002 | 0 | 70 |
| 3 months | 0.032 | 0 | 54 |
| 1 year | 0.040 | 0 | 80 |
| 3 years | 0.050 | 0 | 88 |
| 5 years | 0.008 | 0 | 94 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.060 | — |
| 2022 | -0.133 | — |
| 2021 | 0.006 | — |
| 2020 | 0.059 | — |
| 2019 | 0.061 | — |
| 2018 | -0.039 | — |
| 2017 | 0.023 | — |
| 2016 | 0.008 | — |
| 2015 | 0.018 | — |
| 2014 | 0.042 | — |
| 2013 | 0.046 | — |
| 2012 | 0.057 | — |
| 2011 | 0.021 | — |
| 2010 | 0.077 | — |
| 2009 | 0.142 | — |
| 2008 | -0.104 | — |
| 2007 | -0.016 | — |
| 2006 | 0.055 | — |
| 2005 | -0.002 | — |
| 2004 | 0.030 | — |
| 2003 | 0.047 | — |
| 2002 | -0.011 | — |
| 2001 | -0.010 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.008 | 0.030 | — |
| 2024 | 0.016 | 0.001 | 0.044 | 0 |
| 2023 | 0.031 | -0.004 | -0.036 | 0.070 |
| 2022 | -0.063 | -0.078 | -0.010 | 0.013 |
| 2021 | -0.026 | 0.024 | -0.006 | 0.015 |
| 2020 | -0.049 | 0.075 | 0.014 | 0.022 |
| 2019 | 0.043 | 0.016 | 0.003 | -0.001 |
| 2018 | -0.009 | -0.001 | -0.007 | -0.022 |
| 2017 | 0.017 | 0 | -0.008 | 0.014 |
| 2016 | -0.013 | 0.013 | 0.020 | -0.011 |
| 2015 | 0.050 | -0.022 | -0.022 | 0.014 |
| 2014 | 0.025 | 0.007 | 0.003 | 0.006 |
| 2013 | 0.022 | -0.015 | 0.009 | 0.030 |
| 2012 | 0.022 | -0.006 | 0.023 | 0.017 |
| 2011 | 0.012 | 0.005 | -0.012 | 0.017 |
| 2010 | 0.022 | 0.006 | 0.042 | 0.005 |
| 2009 | -0.015 | 0.072 | 0.061 | 0.019 |
| 2008 | -0.003 | -0.011 | -0.035 | -0.058 |
| 2007 | 0.008 | -0.017 | -0.003 | -0.004 |
| 2006 | 0.007 | -0.028 | 0.027 | 0.049 |
| 2005 | -0.004 | 0.012 | -0.012 | 0.003 |
| 2004 | 0.025 | -0.017 | -0.009 | 0.031 |
| 2003 | -0.036 | 0.040 | 0.014 | 0.030 |
| 2002 | -0.007 | -0.019 | -0.014 | 0.030 |
| 2001 | -0.025 | -0.021 | 0.003 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.050 |
| 5 years | 0.008 |
| 10 years | 0.015 |
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